Scrum Concepts for CPAs (Course Id 2871)

Scrum concepts provide CPA firms with a practical framework for improving how work is planned, executed, and refined in complex, deadline-driven environments. While Scrum is often associated with software development, its core ideas translate effectively into accounting workflows. As firms manage competing client demands, compressed timelines, and increasing service complexity, applying these concepts can help professionals create more structured and adaptable approaches to engagement delivery.

This course introduces CPAs to the practical application of Scrum concepts in tax, audit, and advisory environments. Participants will explore how breaking engagements into manageable phases and delivering work incrementally can improve visibility, reduce rework, and enhance client communication. The course also examines the role of retrospectives in driving continuous improvement, including how to conduct effective post-engagement reviews and turn lessons learned into actionable changes. In addition, participants will learn how to navigate competing priorities by distinguishing between urgent and important work, aligning efforts with client and firm value, and preventing priority overload during peak periods.

By the end of the course, participants will understand how Scrum-inspired practices can improve workflow predictability, strengthen team coordination, and support more effective engagement management. CPAs will gain practical strategies for delivering consistent, high-quality work while maintaining flexibility and control in demanding professional environments.

Course Learning Objectives

By the end of this course, participants will be able to: